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190 Buckley Drive, Rockford, IL 61107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2023-05-24 |
Branch Locations
8401 Greenway Boulevard Suite 212, Middleton, WI 53562 • United States
190 Buckley Drive, Rockford, IL 61107 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Savant Wealth Management | Rockford | IL | 01/2023 | 07/2023 |
| University Of Wisconsin- Madison School Of Human Ecology | Madison | WI | 08/2022 | 05/2023 |
| University Of Wisconsin-Madison | Madison | WI | 08/2022 | 12/2022 |
| Wipfli Financial Advisors | Madison | WI | 06/2022 | 08/2022 |
| Culver's Restaurants | De Pere | WI | 05/2021 | 01/2022 |
| Culver's Restaurants | De Pere | WI | 05/2020 | 05/2021 |
| Culver's Restaurants | De Pere | WI | 05/2019 | 05/2020 |
| Culver's Restaurant | De Pere | WI | 06/2017 | 05/2019 |
| Pizza Pros | De Pere | WI | 10/2017 | 10/2021 |
| University Of Wisconsin-Madison | Madison | WI | 08/2020 | 05/2023 |
| Wisconsin Lutheran College | Milwaukee | WI | 08/2019 | 05/2020 |
| Fox Valley Lutheran High School | Appleton | WI | 08/2015 | 05/2019 |
| Savant Wealth Management | Rockford | IL | 01/2025 | Present |
| Savant Wealth Management | Rockford | IL | 07/2023 | 12/2024 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-05-24 |
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